Paring your Phone Number will allow you to call your contacts directly from FreeAgent CRM. Your number will be used for all outgoing calls, however, calls from within FreeAgent CRM will not impact your phone bill.
Other benefits include calling your contacts with a single click, phone logs of all your calls, and save the notes you add to them.
Edition Qualifier: This feature is available in Professional edition and above.
User Permissions: No special permission is needed to pair phone.
In this tutorial, we will cover the following topics:
Navigate to Pair Phone
Open the menu and click on 'Settings' to display the available options, then click 'Pair Phone'. Alternatively, you can use the search feature and type 'Pair Phone' to get there faster.
Pair Your Phone
Select your country and enter your phone number, including the area code. If you have an extension feel free to add it to the Extension field. Click the 'Verify Phone Number' button. You will receive a phone call to continue with the process where you will be prompted for the verification code.
Note: You will need to wait for the call to end after you enter the code for the pairing process to complete.
Your phone is now paired with FreeAgent CRM, you can unpair and pair a different number at any time. Just keep in mind that a phone number can only be paired to a single account.
Change Phone Number
If you have already paired a phone number, but you would like to change it, whether it is to a cellphone number or a landline, just click the 'Change Phone Number' button.
You will need to follow the same process described in 'Pair your Phone' to complete the process.
Unpair Phone Number
If you would like to remove your phone number altogether from FreeAgent CRM, then just click on the 'Unpair' button.
You will need to confirm that you would like to continue with the process.